Edgemoor Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Edgemoor Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$201,000
-1.5%
2,8300.0%0.02%
-7.4%
Q2 2018$204,000
-5.6%
2,8300.0%0.03%
-6.9%
Q1 2018$216,000
-4.0%
2,8300.0%0.03%
+3.6%
Q4 2017$225,000
-25.5%
2,830
-30.6%
0.03%
-31.7%
Q3 2017$302,000
-13.7%
4,080
-22.0%
0.04%
-14.6%
Q2 2017$350,000
+5.1%
5,230
+3.0%
0.05%
+2.1%
Q1 2017$333,000
+9.2%
5,0800.0%0.05%
+2.2%
Q4 2016$305,000
-19.3%
5,080
-18.5%
0.05%
-20.7%
Q3 2016$378,000
+7.7%
6,2300.0%0.06%
+5.5%
Q2 2016$351,000
-3.8%
6,2300.0%0.06%
-3.5%
Q1 2016$365,000
+0.8%
6,2300.0%0.06%
+5.6%
Q4 2015$362,000
+5.2%
6,2300.0%0.05%
+3.8%
Q3 2015$344,000
-8.3%
6,2300.0%0.05%
-5.5%
Q2 2015$375,000
+75.2%
6,230
+72.8%
0.06%
+83.3%
Q1 2015$214,0003,6050.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Efficient Advisors, LLC 828,194$49,079,00010.45%
3D ASSET MANAGEMENT, INC 266,889$15,816,0004.78%
Detwiler Fenton Investment Management LLC 65,783$3,898,0004.10%
JFS WEALTH ADVISORS, LLC 79,579$4,716,0002.21%
Carlson Capital Management 95,706$5,672,0002.18%
Gupta Wealth Management LLC 115,860$6,866,0002.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 44,617$2,644,0002.00%
Evanson Asset Management, LLC 89,611$5,310,0001.90%
Mosaic Financial Partners, Inc. 44,321$2,626,0001.80%
SMITH, MOORE & CO. 53,766$3,186,0001.68%
View complete list of WISDOMTREE TR shareholders